Tom Lee's Case for S&P 8,000 Has One Big Catch
7/3/20261 hr 1 min
Ed Elson and Scott Galloway are joined by Tom Lee to map out where he thinks markets are headed by year-end. He explains why he’s still bullish on crypto, what would force him to rethink his stance, and the red flags he watches for in earnings quality. He also breaks down his bullish case for the Magnificent 7 and software stocks, and how he stays confident through volatility.
Tom Lee is the co-founder, managing partner, and head of research at Fundstrat Global Advisors.
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First 90 secondsScott Galloway· Host0:00
[gentle music] Support for the show comes from Plaud. If you're an executive, small business owner, project manager, journalist, or anyone responsible for important decisions, details matter. Conversations move fast, and it's easy for key contacts, follow-ups, and action items to slip through the cracks once the meeting ends. Plaud is an AI-powered note-taking system built around dedicated recording hardware. It captures conversations, transcribes them, and turns them into searchable transcripts, summaries, and action items so you can focus on the discussion instead of worrying about capturing every detail yourself. Visit plaud.ai/markets to learn more, and use the markets code to get up to 15% off.
Speaker 20:38
[static] One day, with the help of science, you might be able to live forever.
Ed Elson· Host0:47
Forever.
Speaker 20:49
Your body will just need a couple tune-ups.
Robin Arzon0:52
Injecting bone marrow in your 40s, your kidney in your 50s, your heart in your 60s, and, and so on, and then potentially a whole body transplant by the time that you were 90.
Speaker 21:02
This week on Explain It To Me, the quest for longevity. Find new episodes Sundays wherever you get your podcasts.
Robin Arzon1:11
[upbeat music] Here's something most wellness influencers won't tell you. Obsessing over supplements, powders, cold plunges, wearables, and hacks, that's going to undermine your goals. I call it majoring in the minors, and it is one of the five mistakes I see people make most on their wellness journeys. I'm Robin Arzon, VP and Head Instructor at Peloton,